The founder of Boulevard Family Wealth revisits the show 6 years later to share an insider perspective on what he wishes he knew before breaking away from Merrill, including greater access to everything his UHNW clients needed and the positive impact on client service and growth.
Mark Copeland, Founder of $19B Signature Estate & Investment Advisors (SEIA) and Ben Prigal, Vice President of Reverence Capital Partners, discuss the value of partnership between private equity and RIAs, practice valuation, PE’s attraction to the wealth management space, and more.
Ghislain Gouraige, a 15-year UBS “culture carrier” shares what made him “start listening” to what was going on outside of the four walls of the firm at which he built a $3B practice, the value he saw in leaving to join NewEdge, tips on building an extraordinary business, and more.
Richard Lofgren, the Managing Director of Goldman Sachs Advisor Solutions, provides inside baseball on Goldman’s custody offering, including how they differentiate from other established custodians and their ideal advisor profile.
Mindy Diamond and Louis Diamond share ideas from 25 years of experience to help advisors navigate the daunting process of transition and advice on how to better cope with what can feel like a tumultuous ride.
Matthew Murphy and Rebecca Baker of Marble Wealth discuss their choice to leave UBS and opt for independence early in their careers, the impact of signing on to the firm’s retire-in-place program ALFA, their age as a competitive advantage, and much more.
The founders of Beverly Hills Private Wealth discuss their motivations to leave Merrill after building a billion-dollar business, their transition to independence and experience as one of the first RIAs to choose Goldman Sachs Advisor Solutions as their custodian.
An Industry Update on Mega-Moves: How the Ever-Increasing Number of Billion-Dollar Transitions Are Rocking the Industry
With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the impact on recruiting and the industry at large? And more…
The outgoing CEO of the wealthtech powerhouse shares his journey from the founding of Orion, the firm’s growth over the years, and perspectives on the future of wealth management, technology and AI, and much more.
Summit Trail’s Jack Petersen on How Their Blockbuster Break Created a $16B Firm Designed to Serve the Unique Needs of UHNW Clients
The Barclays breakaway discusses his 2015 landmark leap with 5 partners, 3 offices, and $3B in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more.
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